MMG

Monetary Management Group Portfolio holdings

AUM $406M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.98M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
KO icon
Coca-Cola
KO
+$1.41M

Top Sells

1
+$1.71M
2
+$1.71M
3
+$1.68M
4
KBR icon
KBR
KBR
+$1.56M
5
NSR
Neustar Inc
NSR
+$1.54M

Sector Composition

1 Healthcare 18.87%
2 Technology 16.76%
3 Financials 11.01%
4 Energy 10.67%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.22%
36,706
+17,638
27
$2.6M 1.21%
37,625
+600
28
$2.56M 1.19%
30,350
-6,300
29
$2.56M 1.19%
45,625
-9,200
30
$2.55M 1.18%
32,375
-11,100
31
$2.41M 1.12%
58,875
+3,000
32
$2.38M 1.1%
32,100
-350
33
$2.32M 1.08%
35,484
34
$2.22M 1.03%
24,350
-8,350
35
$2.15M 0.99%
34,625
36
$2.08M 0.97%
20,607
+446
37
$2.07M 0.96%
23,700
+350
38
$2.07M 0.96%
39,123
+250
39
$2.05M 0.95%
27,550
+800
40
$1.98M 0.92%
+31,459
41
$1.97M 0.91%
11,750
+10,650
42
$1.97M 0.91%
32,575
43
$1.96M 0.91%
49,800
+400
44
$1.89M 0.88%
45,775
+34,235
45
$1.81M 0.84%
19,775
+200
46
$1.79M 0.83%
23,900
+10,700
47
$1.74M 0.81%
36,588
-408
48
$1.69M 0.78%
14,788
49
$1.69M 0.78%
20,100
-8,750
50
$1.65M 0.77%
23,321
-854
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